A complete list of active advisors currently associated with Clements Investment Management

Warmer can help you find a great advisor at Clements Investment Management or one who fits your needs even better.

Clements Investment Management is a single‑advisor, state‑registered investment advisory firm that manages roughly $36.7 million for about 46 clients. It provides asset management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations and small corporations, typically charging percentage‑of‑assets‑under‑management fees and offering both discretionary and non‑discretionary portfolio management. The firm’s investment approach centers on a strategic asset allocation core that uses passively managed index funds and ETFs as the foundation, with selectively added actively managed funds; portfolios are generally globally diversified and rebalanced with portfolio software. The adviser may employ a range of strategies from long‑term holdings to more frequent trading and occasional use of leverage or derivatives, and conducts periodic reviews at least quarterly with an annual client meeting. Notably, the firm’s principal is also licensed as an insurance agent/broker and the brochure discloses that the firm sells annuities and other insurance products and may receive commissions or other economic benefits in connection with those sales, a practice the firm identifies as a potential conflict that is disclosed and managed. The firm does not use third‑party sub‑advisers or sponsor wrap programs, does not act as custodian or vote client proxies, and reports no legal or disciplinary history in its ADV.

To learn more about the advisors currently working at Clements Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.